Mayar Capital Ltd.
- SEC CIK
- 0001858699
- Latest filing
- Jul 22, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 26, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 13
- −1 vs. Q1 2022
- Portfolio value
- $132.8M
- +$19.1M (+16.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 80,252 | $14.6M | 11.0% | +12,593+18.6% | Added | History |
| EAElectronic Arts Inc. | COM | 117,634 | $14.3M | 10.8% | +19,197+19.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 6,411 | $14.0M | 10.6% | +3,556+124.6% | Added | History |
| VVisa Inc. | Stock | 61,600 | $12.1M | 9.1% | +10,152+19.7% | Added | History |
| JNJJohnson & Johnson | Stock | 66,077 | $11.7M | 8.8% | −24,411−27.0% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 149,293 | $10.4M | 7.9% | +104,403+232.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 119,979 | $10.1M | 7.6% | +119,979 | New | History |
| VNTVontier Corp | Stock | 440,650 | $10.1M | 7.6% | +72,311+19.6% | Added | History |
| MMM3M Co | Stock | 73,826 | $9.55M | 7.2% | +12,129+19.7% | Added | History |
| DBXDropbox, Inc. | CL A | 449,604 | $9.44M | 7.1% | +73,411+19.5% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 37,823 | $8.86M | 6.7% | +6,173+19.5% | Added | History |
| MAMastercard Inc | Stock | 21,586 | $6.81M | 5.1% | +3,521+19.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $556.0K | 0.4% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Discovery Inc25470F302 | COM SER C | 122,014 | $3.05M | 2.7% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,178 | $199.0K | 0.2% | – |